What is Shift4 Payments's operating lease ROU assets?

Shift4 Payments (FOUR) reported operating lease ROU assets of $57M in Q1 2026.

How has Shift4 Payments's operating lease ROU assets changed year-over-year?

Shift4 Payments's operating lease ROU assets increased by 61.9% year-over-year, from $35.2M to $57M.

What does operating lease ROU assets mean?

Right-of-use assets representing the lessee's right to use leased property over the lease term under ASC 842 operating lease classification.

Shift4 Payments FOUR Operating Lease ROU Assets

Operating Lease ROU Assets at other companies

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$24M+4.3%

Paymentus HoldingsPAY

$6.2M-15.4%

Euronet WorldwideEEFT

3.7%+0.4pp

Payoneer Global Inc.PAYO

$63.75M+219%

Pitney BowesPBI

$108.41M-4.4%

Henry (Jack) & AssociatesJKHY

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Other financials

Income statement

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Revenue$1.1B+32.2%

Gross profit$392.0M+52.5%

Operating income$50.0M+100%

Net income$15.0M-11.8%

EPS (diluted)-$0.01-105%

Balance sheet

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Cash & equivalents--100%

Total debt$4.6B+59.0%

Total equity$1.7B+105%

Total assets$8.8B+75.0%

Cash flow

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Operating cash flow$134.0M+39.6%

CapEx$6.0M+500%

Free cash flow$128.0M+34.7%

Valuation

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Market cap$3.07B-36.4%

P/E26.2×+4.9×

P/S0.7×-0.7×

Profitability

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Gross margin35.1%+5.1pp

Operating margin8.4%+1.2pp

Net margin2.6%-3.9pp

FCF margin14.8%+1.1pp

Returns & leverage

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Return on equity9.5%-21.1pp

Debt / equity2.8×-0.8×

Current ratio1.2×-0.1×

Where this comes from

Reported directly by Shift4 Payments in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeaseRightOfUseAsset.

The official record: Shift4 Payments’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Shift4 Payments's operating lease ROU assets?: Shift4 Payments (FOUR) reported operating lease ROU assets of $57M in Q1 2026.
How has Shift4 Payments's operating lease ROU assets changed year-over-year?: Shift4 Payments's operating lease ROU assets increased by 61.9% year-over-year, from $35.2M to $57M.
What does operating lease ROU assets mean?: Right-of-use assets representing the lessee's right to use leased property over the lease term under ASC 842 operating lease classification.